Scrutica
Where Baidu sits in the compute supply chain — geographic revenue split, segment mix, capex / FCF / buyback history, and industry placement — sourced from licensed-database extracts and SEC EDGAR, joined to the supply-chain graph through the industry classification.
No licensed-database enrichment loaded for this entity — geographic revenue, segments, capital allocation, and industry classification are absent. Coverage rules in the methodology.
Per-chip-class GPU inventory estimates for Baidu, sourced exclusively from peer publications. Per CLAUDE.md DQP §2 every row is is_estimated=true with authority_tier=3 — there is no tier-1 primary source for these numbers.
| Chip class | Deployed (est.) | Stockpiled · frozen | Deployment status | Source |
|---|---|---|---|---|
| Baidu Kunlun P800 | 30.0K | — | Deployed | 2025-04 ↗ |
| NVIDIA H20 | — |
| Unknown |
| no peer estimate |
| Total | 30.0K | 0 | 2025-04 |
Each hop carries its data source, source URL (where one exists), as-of date, and confidence label on the same line as the parent name. When two sources name different parents for the same hop, both sit on the page as alternates — the walker does not pick a winner.
Starting entity — the walker climbs from here, following documented parent / subsidiary edges in the ownership substrate.
Per HKEX / SSE public filing, as-of date not recorded (HIGH): Handsome Reward Limited is the documented parent.
Chain-of-title terminates at Handsome Reward Limited. No further parent is documented — for a public filer that means UBO is the dispersed float; for a state-linked entity it means the chain has reached the sovereign apex.
Dollar flows are annual figures from the fiscal year labelled on the row — SEC segment and >10%-customer disclosures, re-derived company disclosures, or a licensed supply-chain database; per-row source and authority tier on hover. A row without a year means the source does not state the period. Disclosures older than 5 years are tagged historicaland ordered below current rows — they are kept as evidence of what was disclosed then, not as evidence of a present relationship, and the counterparty may since have been acquired or dissolved. The 3-month Pearson r comes from a licensed supply-chain database; correlation is a coupling proxy — shared market sensitivity, not a causal channel. Sole-source edges are flagged inline.
The substrates above join to the platform's analytical surfaces. Each link carries Baidu's own numbers into the tool that acts on them.
10 upstream · 6 downstream — the interactive graph opens with Baidu selected. The cascade simulator propagates seed disruptions across this same edge set, weighted by the curator's substitutability assessment.
The facility table filtered to exactly these records — class, status, and power per row, exportable with full provenance columns.
Facilities, sovereign-AI programs, export-control posture, and the announced-versus-deployed reality gap for the country.
Side-by-side facilities, GPU inventory, power, revenue, capex, and market cap.